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feat: bulk send templates via csv (#1578)

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Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.

<img width="563" alt="image"
src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8"
/>
<img width="578" alt="image"
src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9"
/>
<img width="635" alt="image"
src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd"
/>


## Changes Made

- Added `TemplateBulkSendDialog` with CSV upload/download functionality
- Implemented bulk send job handler using background task system
- Created email template for completion notifications
- Added bulk send option to template view and actions dropdown
- Added CSV parsing with email/name validation

## Testing Performed

- CSV upload with valid/invalid data
- Bulk send with/without immediate sending
- Email notifications and error handling
- Team context integration
- File size and row count limits

Resolves #1550
This commit is contained in:
Lucas Smith
2025-01-28 15:33:32 +11:00
committed by GitHub
parent 70a3ac0525
commit bcef84787d
12 changed files with 733 additions and 1 deletions
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2
packages/lib/jobs/client.ts
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@ -6,6 +6,7 @@ import { SEND_SIGNING_EMAIL_JOB_DEFINITION } from './definitions/emails/send-sig
import { SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-deleted-email';
import { SEND_TEAM_MEMBER_JOINED_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-member-joined-email';
import { SEND_TEAM_MEMBER_LEFT_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-member-left-email';
import { BULK_SEND_TEMPLATE_JOB_DEFINITION } from './definitions/internal/bulk-send-template';
import { SEAL_DOCUMENT_JOB_DEFINITION } from './definitions/internal/seal-document';
/**
@ -21,6 +22,7 @@ export const jobsClient = new JobClient([
SEAL_DOCUMENT_JOB_DEFINITION,
SEND_SIGNING_REJECTION_EMAILS_JOB_DEFINITION,
SEND_RECIPIENT_SIGNED_EMAIL_JOB_DEFINITION,
BULK_SEND_TEMPLATE_JOB_DEFINITION,
] as const);
export const jobs = jobsClient;